Recurring Transactions - Reminders List

Hi there, @BHollis. I'm here to point you in the right direction for further assistance.

Our team has initiated a new investigation (INV-91805) in response to the reports we've been receiving regarding recurring reminder templates next date not updating. Rest assured that our engineers are doing their best to fix it as soon as possible.

I recommend contacting our Customer Care Support team so you'll be added to the list of affected users. This way, you'll receive email updates on the case's status and be notified once it's been resolved. I've added the steps below:

Please note the business hours to make sure experts are available for help.

1. Tap the (?) Help icon.
2. Click on Talk to a Human.
3. Enter a short description of your concern and press Enter.
4. Select I still need a human.
5. Choose Contact Us to connect with our live support.
6. Select Messaging or Get a callback.

You can also keep track of your created templates using this link: Review your transactions through the Recurring Template List report in QuickBooks Online.

I'm also adding this module to learn more about what to do when templates don't run: Fix failed recurring transactions in QuickBooks Online.

I appreciate your patience as we work through this. If you have any other concerns, please don't hesitate to drop a comment. Take care!

I'm having the same problem: In the "Reminders List", I see the reminder; then I click "Edit and Create" to record a payment and save it, successfully. The problem is that after I complete that task of recording a payment from that screen, the "Reminders List" never updates. It continues to show that reminder as if I had never taken action on it. How can we fix this to make the "Reminders List" update? Does anyone have any updates on this? Other QB support channels couldn't help me with this issue.

Hi there, @maidenphp. 

Thank you for reaching out to the Community.

The issue on recurring reminders template you're facing is under investigation (INV-91805). This is the reason why we're unable to save the reminder transactions. I recommend you contacting our Customer Care Support so you'll be notified once it's been resolved.

Here's how :

1. Sign in to your QuickBooks Online Company.
2. Then Select Help (?)
3. Select either tab to get started:

• Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still talk to the experts.
•  Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:

                     ● Start a chat with a support expert.

                     ● Get a callback from the next available expert.

                     ● Ask the community to get help from businesses like yours. 

For more detailed steps, please refer to this article: QuickBooks Online Support.

In addition, this article could be of interest to you when creating future recurring payments :

• Create a recurring transaction in QuickBooks Online

If there's anything else that I can help you with, please do not hesitate to reach out.

Hi, this seems to be a universal issue as it is across all of my clients and sounds like it is the same for others.  Can Intuit please fix this issue rather than having everyone contact Support 1x1?  Seems like a universal fix is needed.  I keep waiting for it to be fixed, but it has been almost a year now.

Hey there, @spsaccounting. 

I appreciate you chiming in on this thread and letting us know you're still having the issue. 

When reviewing the investigation that was made back in 2023, I have found that it's resolved and that there was no further action needed. 

With that being said I recommend performing a few troubleshooting steps first before contacting our Customer Support Team: 

• Clear your browser's history
• Turn your device off and then back on

If none of these steps work, I suggest contacting our Customer Support Team for additional assistance. Feel free to come back and let us know how the steps go and if you have to get in touch with support. Have a great day! 

Hi Candace,

This issue has not been resolved. It's not about clearing history - it's a bug in QBO.

The "Reminders List" transaction used to clear when you created the JE for that date, however, it doesn't any longer (for over a year now).  Instead, you must create the JE using the reminder for that date, then go back to the Reminder List and choose "Skip" (which doesn't make any sense).

Why can't Intuit get this right when it used to be the functionality for many years?  I have several associates on my team, and we manage several QBO files for our clients -- we all have the same issue.  This is not about my browsing history.

Best, Stephanie